Cody Willard
Really, how many Mac guys do you think are sitting around thinking, "Gee, I wish I could run Windows again; so much fun..."
Cody: It's not about WANTING to use Windows. But the ability to switch back and forth from OS X to XP on a single machine will help persuade the 97% of the market that Apple has yet to penetrate to try to transition. The Boot Camp product is much more for those who want to switch to a Mac but need to use XP than vice versa.Emailer: If flash memory is dropping like a rock (and Creative (CREAF Quote - Cramer on CREAF - Stock Picks) warned partly because of this in prices) why are Toshiba and SanDisk (SNDK Quote - Cramer on SNDK - Stock Picks) going to build a new NAND plant? Cody: In the early stages of adoption of new semiconductor technologies, you want to see prices drop rapidly to spur demand. It's called elasticity. It's what made Intel (INTC Quote - Cramer on INTC - Stock Picks) the giant it is, as they repeatedly drove down the prices to increase the addressable market. We are seeing SanDisk and its brethren try to make this same elasticity dynamic work for them in the early stages of adoption of flash.
Emailer: Can you address the issue of HD content and available bandwidth? How is HD content going to be delivered over wireless and/or broadband pipes with less than 30Mbs of speed? Or are you assuming that consumers will be content with lower-quality video in portable devices? I have no skin in the game other than a personal starvation for more HD content (I tend to shy away from price wars), but I have not heard/read you address this issue specifically and would be very interested in your take. Cody: Oh, HD is coming. But it's not going to be centrally controlled or "broadcast." You'll download it from the net and start watching it as it's downloading. Sure, it'll take some more buffering time than standard-definition video does, but streaming is still possible. Matter of fact, you can stream HD video off Apple's Web site right now using QuickTime, with a connection less than 1/30th the speeds you talk about. Portable devices won't have as much of a need for HD just because of their size.
RSS
